When designing a portfolio, we start by getting to know you, your current financial situation and concerns, your risk tolerance and financial objectives. Only when you are ready to proceed on a financial journey together do we begin to look for personalised financial solutions.
As a practitioner of diversified portfolio theory, we spread your portfolio efficiently across the four main asset classes of cash, fixed interest, property, and equities/shares as this is the only proven way to mitigate investment risk.
Deciding an investment mix is so important that as a member of a national adviser collective we review this mix every six weeks against our internal model portfolios to see if the current mix is still the most effective. We use regular external research to aid us in this process.